Institutional Ownership Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV). We have compiled data on the 390 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
1,048
shares
|
$124,418
0.0% of portfolio
|
Q1 2024
Added 223.46%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
957
shares
|
$113,615
0.23% of portfolio
|
Q1 2024
Reduced 62.32%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
955
shares
|
$113,377
0.0% of portfolio
|
Q1 2024
Reduced 54.46%
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
928
shares
|
$110,172
0.01% of portfolio
|
Q2 2020
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
918
shares
|
$108,984
0.03% of portfolio
|
Q1 2024
Added 17.24%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
878
shares
|
$104,236
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
864
shares
|
$102,574
0.02% of portfolio
|
Q1 2023
Added 116.0%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
843
shares
|
$100,080
0.03% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$83,816
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
706
shares
|
$83,816
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$83,816
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 06, 2024 Q1 2024 |
704
shares
|
$83,578
0.02% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
638
shares
|
$75,743
0.0% of portfolio
|
Q4 2021
New holding
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
630
shares
|
$74,793
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
603
shares
|
$71,588
0.0% of portfolio
|
Q4 2023
Added 6.73%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
520
shares
|
$61,734
0.0% of portfolio
|
Q1 2024
Added 29.35%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
510
shares
|
$60,547
0.02% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
507
shares
|
$60,191
0.0% of portfolio
|
Q1 2022
Reduced 63.23%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
476
shares
|
$56,510
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
476
shares
|
$56,510
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
Bare Financial Services, Inc
Gap, PA |
May 13, 2024 Q1 2024 |
470
shares
|
$55,798
0.05% of portfolio
|
Q4 2023
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
422
shares
|
$50,099
0.04% of portfolio
|
Q4 2023
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
398
shares
|
$47,250
0.03% of portfolio
|
Q1 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
341
shares
|
$40,483
0.0% of portfolio
|
Q3 2022
Reduced 63.76%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
304
shares
|
$36,090
0.0% of portfolio
|
Q1 2024
Added 0.66%
|